Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,509 | $65,395-53.3% | $182,558-83.3% | $72,976-58.2% |
| Participation rate | 47.7% | 65.4%-17.7pp | 78.0%-30.3pp | 69.5%-21.8pp |
| Annual return | 18.37% | 27.68%-9.3pp | 148.59%-130.2pp | 81.02%-62.6pp |
| Employer contribution / active EE | $672 | $1,911-64.8% | $4,076-83.5% | $2,440-72.5% |
| Participant deferral / active EE | $2,445 | $3,563-31.4% | $5,526-55.8% | $3,608-32.2% |
| Admin fee / account holder | $311 | $4,245-92.7% | $8,594-96.4% | $5,124-93.9% |